# Scott Neubauer

> Scott Neubauer is a fee-only financial advisor at Wisdom Investments in Lake In The Hills, Illinois. Scott focuses on retirement planning and estate & legacy planning. Wisdom Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-neubauer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wisdom Investments
- **Based in:** Lake In The Hills, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53.1M across 301 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 7898007 (https://adviserinfo.sec.gov/individual/summary/7898007)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wisdominvestments.com

## Frequently asked questions

### Is Scott Neubauer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Wisdom Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Scott charge for financial advice?

Scott's firm, Wisdom Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Neubauer based?

Scott Neubauer is based in Lake In The Hills, Illinois.

### What does Scott specialize in?

Scott's specialties include retirement planning and estate & legacy planning.

### Is Scott Neubauer registered with the SEC?

Yes. Scott Neubauer is registered as an investment adviser representative in IL (CRD 7898007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wisdom Investments manage?

Wisdom Investments reports $53.1M across 301 accounts in assets under management.

### How do I contact Scott Neubauer?

Through Scott's website, www.wisdominvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7898007): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wisdominvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.